Training Provider CRM
Training Provider CRM
Created specifically for the needs of Training Providers on award-winning Zoho CRM, Training Provider CRM delivers outstanding value with an astounding array of features.
Anywhere. Anytime. Any Device.
Everything in One Place
Anywhere. Anytime. Any Device.
Everything in One Place
Manage Every Aspect of your
Training Business
Super Easy
Super Easy
Lead Management
Lead Management
With the Training Provider CRM in place, you can capture leads from all your marketing channels in one place. Not only that, the CRM lets you nurture the leads with automated emails, activity reminders, etc. Here’s how!
Capture Leads from Multiple Channels
With the CRM for Training Provider, you can capture leads from websites, social media, and emails in one place. The Training Provider CRM lets you categorize the leads as Corporate or Retail and the courses they are interested in.
Qualify and Nurture Leads to Close Faster
Centralize your nurturing process with all your activities and emails in one place. Once qualified, convert Corporate Leads into Company, Contact, and Engagement; convert Retail Leads into Contact and Engagement.
Better Manage
Better Manage
Engagements and Enrollments
Engagements and Enrollments
One of the unique requirements of a training business is managing the Enrolments well. The Training Provider CRM lets you track your sales pipeline in the Engagement module. Once you close an Engagement, you can create multiple enrolments against the same.
Manage Multiple Engagement for the Same Customer
Training Provider CRM lets you manage multiple Engagements for all your Corporate or Retail customers in one place. This way, you can see the complete engagement history for a customer in a centralized location with all crucial information like how many times and when they have purchased training from you, who is the contact person for each of the corporate engagements, etc.
Manage Multiple Enrolments for the Same Engagement
The CRM for Training Provider lets you manage multiple Enrolments for one Engagement. In the case of a Retail Customer, one individual might purchase multiple training courses bundled together. In this case, each course they are opting for will be an Enrolment. In the case of a Corporate Customer, a Company might purchase training courses for multiple employees. Here, each employee will be a unique Enrolment.
Streamline
Streamline
Training Batches
Training Batches
Training Provider CRM lets you organize and manage training batches effortlessly. With the system in place, you can create Batches for your classroom sessions as well as online live classes. You can maintain all details in the Batch module and take Enrolments against each.
Create Batches and Track Enrolments for Live Trainings
With the Training Provider CRM in place, you can now create Batches for all your Live Training Courses. You can create a start date, end date, define class timing and enrolment capacity for each batch. As you keep enrolling students for a batch, the system lets you know the balance capacity as well, so you don’t end up overbooking for your classroom training. You can tag instructors with each Batch and send class reminders to students as well.
One-click
One-click
Certificate Generation
Certificate Generation
With the Training Provider CRM, you can generate certificates in just one click. Create pre-designed certificate templates within the CRM and make certificate generation super easy for your team. Here’s how!
Design Beautiful Certificate Templates
The CRM for Training Provider uses Zoho Writer to create beautiful Certificate Templates. Once a student completes a course, you can generate a gorgeous Certificate with a click of a button. You can either use one Certificate Template or create multiple Course-specific Templates. Once you generate the certificate, you can send the same to the student from the CRM itself.
Comprehensive
Comprehensive
Reports and Dashboards
Reports and Dashboards
Tracking the performance of any business is critical for the right decision-making. The Training Provider CRM makes your CRM data readable with comprehensive reports and dashboards. The system comes with tons of pre-built reports and you can create new ones in a jiffy!
Track Performance
The Training Provider CRM comes with tons of pre-built reports and dashboards that make your data more readable and help you stay on top of your business. You can decide to place the most important dashboards right on the Home Page of your CRM. What’s more, the Home Page dashboards can be customized for each user.